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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,729 | $167,362+16.4% | $143,799+35.4% | $134,532+44.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.85% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $83 | $6,447-98.7% | $5,638-98.5% | $6,401-98.7% |
| Admin fee / account holder | $30,695 | $18,094+69.6% | $14,677+109.1% | $11,429+168.6% |